MFG
BAC icon

Mosaic Financial Group’s Bank of America BAC Stock Holding History

Mosaic Financial Group’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Buy
27,167
+3,621
+15% +$193K 0.99% 22
2026
Q1 		$1.15M Buy
23,546
+37
+0.2% +$1.91K 0.81% 31
2025
Q4 		$1.29M Sell
23,509
-18
-0.1% -$951 0.88% 28
2025
Q3 		$1.21M Buy
23,527
+33
+0.1% +$1.61K 0.86% 30
2025
Q2 		$1.11M Buy
23,494
+166
+0.7% +$6.98K 0.85% 30
2025
Q1 		$973K Sell
23,328
-12,281
-34% -$547K 0.79% 34
2024
Q4 		$1.56M Sell
35,609
-964
-3% -$42.4K 1.12% 21
2024
Q3 		$1.45M Buy
36,573
+40
+0.1% +$1.6K 1.03% 23
2024
Q2 		$1.45M Buy
36,533
+11,212
+44% +$430K 1.04% 24
2024
Q1 		$960K Buy
+25,321
New +$869K 0.77% 35

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mosaic Financial Group's BAC Position: Q2 2026 in Review

Mosaic Financial Group increased its Bank of America (BAC) stake by 15% in Q2 2026, buying an estimated $193K and bringing the position to 27,167 shares worth $1.55M. The position accounts for 0.99% of the portfolio, ranked #22.

Mosaic Financial Group first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mosaic Financial Group held 27,167 shares of Bank of America worth $1.55M as of Q2 2026.
  • Mosaic Financial Group bought 3,621 Bank of America shares in Q2 2026, an estimated $193K.
  • Bank of America made up 0.99% of Mosaic Financial Group's portfolio in Q2 2026, its #22 holding.
  • Mosaic Financial Group first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's Bank of America position peaked at $1.56M in Q4 2024.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.